Winter Intern 2027 - Client Experience Department

Mackenzie Investments; Canada; Hybrid; CAD 49,000 - 51,000; Full time

Job summary

Mackenzie Investments, a leading Canadian asset-management firm, is hiring a Client Experience Intern for the winter term (January to April 2027). The role supports the AVP of Client Experience & Insights and works across CX initiatives to improve advisor and investor interactions.

37.5 hours per week in a hybrid schedule, with opportunities to gain exposure to journey mapping, client insights, and CX strategy.

Qualifications

• Must be enrolled in an undergraduate program and returning to school after the internship.

Responsibilities

• Support journey mapping activities including research, documentation and insight synthesis
• Assist with gathering and analyzing client and advisor feedback data
• Help track and document CX initiatives, milestones, and deliverables across workstreams
• Capture and summarize meeting outcomes, workshop insights and action items
• Assist in developing internal communication materials to support CX initiatives
• Organize and maintain CX tools and documentation (e.g., journey libraries, templates)
• Support survey development, basic analysis, and visual storytelling
• Use of AI models in streamlining workflows and process improvement opportunities
• Supporting the Client Engagement and Digital Portals teams as needed
• Other duties as assigned related to experience improvement and service design

Education

Undergraduate student in progress

Job description

Job Description

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.

Mackenzie Investments, founded in 1967, is a key part of IGM's business model, serving as a comprehensive asset-management partner for Canadian financial advisors and their clients.

At Mackenzie Investments You Can Build Your Career with Confidence. We are proud to be recognized as one of Canada's Top 100 Employers for the fourth consecutive years and one of Canada’s Best Diversity Employers. Our vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals.

Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals.

Position:

We are currently hiring a Client Experience Intern for a winter term position - January to April 2027. Candidates must be enrolled in an undergraduate program and returning to school after the internship. This is a full-time position requiring 37.5 hours per week, Monday through Friday. Candidates must be eligible to work full-time for the entire duration of the program.

The position reports to the AVP, Client Experience & Insights and supports cross-functional initiatives to improve the experience of financial advisors and investors. This role offers exposure to client insights, journey mapping, service design, and CX strategy.

Responsibilities:

• Support journey mapping activities including research, documentation and insight synthesis
• Assist with gathering and analyzing client and advisor feedback data
• Help track and document CX initiatives, milestones, and deliverables across workstreams
• Capture and summarize meeting outcomes, workshop insights and action items
• Assist in developing internal communication materials to support CX initiatives
• Organize and maintain CX tools and documentation (e.g., journey libraries, templates)
• Support survey development, basic analysis, and visual storytelling
• Use of AI models in streamlining workflows and process improvement opportunities
• Supporting the Client Engagement and Digital Portals teams as needed
• Other duties as assigned related to experience improvement and service design

Artificial Intelligence in Recruitment:

As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling. These tools support the recruitment process; all hiring decisions are made by people.

The expected annual base salary range (prorated for the term) for this role is $49,000 - $51,000, which is determined based on year of study, IGM program, geographic location and candidate’s skills, knowledge and experience. In addition to base salary, this role is eligible for paid time off.

IGM is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada - including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

Mackenzie Investments is an accessible employer committed to providing barrier-free recruitment experience. If you require accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

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